WTIP vs. IDUB
WTIP (WisdomTree Inflation Plus Fund) and IDUB (Aptus International Enhanced Yield ETF) are both Long-Short funds. Both are actively managed. At a 0.20 correlation, their price movements are largely independent. WTIP charges 0.65%/yr vs 0.45%/yr for IDUB.
Performance
WTIP vs. IDUB - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WTIP achieves a 14.34% return, which is significantly lower than IDUB's 16.05% return.
WTIP
- 1D
- -0.67%
- 1M
- -3.73%
- YTD
- 14.34%
- 6M
- 16.36%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDUB
- 1D
- -0.99%
- 1M
- 4.97%
- YTD
- 16.05%
- 6M
- 18.64%
- 1Y
- 33.98%
- 3Y*
- 18.02%
- 5Y*
- —
- 10Y*
- —
WTIP vs. IDUB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WTIP WisdomTree Inflation Plus Fund | 14.34% | 14.00% |
IDUB Aptus International Enhanced Yield ETF | 16.05% | 14.98% |
Correlation
The correlation between WTIP and IDUB is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 20, 2025 | 0.20 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WTIP vs. IDUB — Risk / Return Rank
WTIP
IDUB
WTIP vs. IDUB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and Aptus International Enhanced Yield ETF (IDUB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Loading charts...
Sharpe Ratios by Period
| WTIP | IDUB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.21 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.89 | 0.44 | +1.44 |
Drawdowns
WTIP vs. IDUB - Drawdown Comparison
The maximum WTIP drawdown since its inception was -8.35%, smaller than the maximum IDUB drawdown of -29.20%. Use the drawdown chart below to compare losses from any high point for WTIP and IDUB.
Loading charts...
Drawdown Indicators
| WTIP | IDUB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.35% | -29.20% | +20.85% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.46% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.88% | — |
Current DrawdownCurrent decline from peak | -8.35% | -0.99% | -7.36% |
Average DrawdownAverage peak-to-trough decline | -1.39% | -11.17% | +9.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.87% | — |
Volatility
WTIP vs. IDUB - Volatility Comparison
Loading charts...
Volatility by Period
| WTIP | IDUB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.23% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.95% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.05% | 15.48% | +1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.05% | 14.64% | +2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.05% | 14.64% | +2.41% |
WTIP vs. IDUB - Expense Ratio Comparison
WTIP has a 0.65% expense ratio, which is higher than IDUB's 0.45% expense ratio.
Dividends
WTIP vs. IDUB - Dividend Comparison
WTIP's dividend yield for the trailing twelve months is around 2.80%, less than IDUB's 4.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
IDUB Aptus International Enhanced Yield ETF | 4.98% | 4.90% | 5.64% | 3.71% | 2.62% | 1.38% |
WTIP WisdomTree Inflation Plus Fund | 2.80% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WTIP and IDUB have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDUB is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDUB is cheaper with a 0.45% expense ratio, compared with 0.65% for WTIP.
IDUB has the higher dividend yield at 4.98%, compared with 2.80% for WTIP.
They also come from different issuers: WisdomTree and Aptus. Their fees differ too: 0.65% for WTIP and 0.45% for IDUB.
Find the right allocation for WTIP and IDUB
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer